Self-Regulatory Organizations; NASDAQ OMX BX, Inc.; Notice of Filing and Immediate Effectiveness of Proposed Rule Change Relating to the $1 Strike Price Program on the Boston Options Exchange Facility, 12408-12410 [E9-6329]
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12408
Federal Register / Vol. 74, No. 55 / Tuesday, March 24, 2009 / Notices
mstockstill on PROD1PC66 with NOTICES
under the Act as an open-end
management investment company. Each
of IIL, DSL and IIM and is registered as
an investment adviser under the
Investment Advisers Act of 1940, as
amended, and currently serves as an
investment adviser or sub-adviser to
existing series of the Trust. IFD, a
Delaware corporation, is registered as a
broker-dealer under the Securities
Exchange Act of 1934, as amended
(‘‘Exchange Act’’). IFD currently serves
as the distributor of the existing series
of the Trust. The Trusts and each
existing or future registered open-end
management investment company or
series thereof that is in the same group
of investment companies, as defined in
section 12(d)(1)(G)(ii) of the Act, as the
Trusts and that is advised by IIL, DSL
or IIM or any entity controlling,
controlled by or under common control
with IIL, DSL or IIM (the ‘‘Advisers’’),
together with series of the Trusts are
referred to as the ‘‘Funds.’’ Applicants
request the exemption to the extent
necessary to permit any Fund that may
invest in other funds in reliance on
Section 12(d)(1)(G) of the Act, and
which is also eligible to invest in
securities (as defined in section 2(a)(36)
of the Act) in reliance on rule 12d1–2
under the Act, to also invest, to the
extent consistent with its investment
objective, policies, strategies and
limitations, in financial instruments that
may not be securities within the
meaning of section 2(a)(36) of the Act
(‘‘Other Investments’’).1
2. Consistent with its fiduciary
obligations under the Act, each Fund’s
board of trustees or directors will review
the advisory fees charged by the Fund’s
investment adviser to ensure that they
are based on services provided that are
in addition to, rather than duplicative
of, services provided pursuant to the
advisory agreement of any investment
company in which the Fund may invest.
Applicants’ Legal Analysis
1. Section 12(d)(1)(A) of the Act
provides that no registered investment
company (‘‘acquiring company’’) may
acquire securities of another investment
company (‘‘acquired company’’) if such
securities represent more than 3% of the
acquired company’s outstanding voting
stock or more than 5% of the acquiring
company’s total assets, or if such
securities, together with the securities of
other investment companies, represent
more than 10% of the acquiring
1 Every existing entity that currently intends to
rely on the requested order is named as an
applicant. Any existing or future entity that relies
on the order in the future will do so only in
accordance with the terms and condition in the
application.
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01:06 Mar 24, 2009
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company’s total assets. Section
12(d)(1)(B) of the Act provides that no
registered open-end investment
company may sell its securities to
another investment company if the sale
will cause the acquiring company to
own more than 3% of the acquired
company’s voting stock, or cause more
than 10% of the acquired company’s
voting stock to be owned by investment
companies.
2. Section 12(d)(1)(G) of the Act
provides that section 12(d)(1) will not
apply to securities of an acquired
company purchased by an acquiring
company if: (i) the acquiring company
and acquired company are part of the
same group of investment companies;
(ii) the acquiring company holds only
securities of acquired companies that
are part of the same group of investment
companies, government securities, and
short-term paper; (iii) the aggregate sales
loads and distribution-related fees of the
acquiring company and the acquired
company are not excessive under rules
adopted pursuant to section 22(b) or
section 22(c) of the Act by a securities
association registered under section 15A
of the Exchange Act or by the
Commission; and (iv) the acquired
company has a policy that prohibits it
from acquiring securities of registered
open-end management investment
companies or registered unit investment
trusts in reliance on section 12(d)(1)(F)
or (G) of the Act.
3. Rule 12d1–2 under the Act permits
a registered open-end investment
company or a registered unit investment
trust that relies on section 12(d)(1)(G) of
the Act to acquire, in addition to
securities issued by another registered
investment company in the same group
of investment companies, government
securities, and short-term paper: (1)
Securities issued by an investment
company that is not in the same group
of investment companies, when the
acquisition is in reliance on section
12(d)(1)(A) or 12(d)(1)(F) of the Act; (2)
securities (other than securities issued
by an investment company); and (3)
securities issued by a money market
fund, when the investment is in reliance
on rule 12d1–1 under the Act. For the
purposes of rule 12d1–2, ‘‘securities’’
means any security as defined in section
2(a)(36) of the Act.
4. Section 6(c) of the Act provides that
the Commission may exempt any
person, security, or transaction from any
provision of the Act, or from any rule
under the Act, if such exemption is
necessary or appropriate in the public
interest and consistent with the
protection of investors and the purposes
fairly intended by the policies and
provisions of the Act.
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5. Applicants state that the proposed
arrangement would comply with the
provisions of rule 12d1–2 under the Act,
but for the fact that the Funds may
invest a portion of their assets in Other
Investments. Applicants request an
order under section 6(c) of the Act for
an exemption from rule 12d1–2(a) to
allow the Funds to invest in Other
Investments. Applicants assert that
permitting the Funds to invest in Other
Investments as described in the
application would not raise any of the
concerns that the requirements of
section 12(d)(1) were designed to
address.
Applicants’ Condition
Applicants agree that the order
granting the requested relief will be
subject to the following condition:
Applicants will comply with all
provisions of rule 12d1–2 under the Act,
except for paragraph (a)(2) to the extent
that it restricts any Fund from investing
in Other Investments as described in the
application.
For the Commission, by the Division of
Investment Management, under delegated
authority.
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–6391 Filed 3–23–09; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59589; File No. SR–BX–
2009–016]
Self-Regulatory Organizations;
NASDAQ OMX BX, Inc.; Notice of Filing
and Immediate Effectiveness of
Proposed Rule Change Relating to the
$1 Strike Price Program on the Boston
Options Exchange Facility
March 17, 2009.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’),1 and Rule 19b–4 thereunder,2
notice is hereby given that on March 16,
2009, NASDAQ OMX BX, Inc. (the
‘‘Exchange’’) filed with the Securities
and Exchange Commission
(‘‘Commission’’) the proposed rule
change as described in Items I and II
below, which Items have been prepared
by the self-regulatory organization. The
Commission is publishing this notice to
solicit comments on the proposed rule
from interested persons.
1 15
2 17
U.S.C. 78s(b)(1).
CFR 240.19b–4.
E:\FR\FM\24MRN1.SGM
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Federal Register / Vol. 74, No. 55 / Tuesday, March 24, 2009 / Notices
I. Self-Regulatory Organization’s
Statement of the Terms of Substance of
the Proposed Rule Change
The Exchange proposes to amend
Chapter IV, Section 6 (Series of Options
Contracts Open for Trading) of the Rules
of the Boston Options Exchange Group,
LLC (‘‘BOX’’) to expand the $1 Strike
Price Program. The text of the proposed
rule change is available from the
principal office of the Exchange, at the
Commission’s Public Reference Room
and also on the Exchange’s Internet Web
site at https://nasdaqomxbx.cchwall
street.com/NASDAQOMXBX/Filings/.
II. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
In its filing with the Commission, the
self-regulatory organization included
statements concerning the purpose of,
and basis for, the proposed rule change
and discussed any comments it received
on the proposed rule change. The text
of these statements may be examined at
the places specified in Item IV below.
The self-regulatory organization has
prepared summaries, set forth in
Sections A, B, and C below, of the most
significant aspects of such statements.
A. Self-Regulatory Organization’s
Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule
Change
mstockstill on PROD1PC66 with NOTICES
1. Purpose
The purpose of the proposed rule
change is to expand the $1 Strike Price
Program (the ‘‘Program’’).3 The $1 Strike
Price Program currently allows BOX to
select a total of 10 individual stocks on
which option series may be listed at $1
strike price intervals. In order to be
eligible for selection into the Program,
the underlying stock must close below
$50 in its primary market on the
previous trading day. If selected for the
Program, BOX may list strike prices at
$1 intervals from $3 to $50, but no $1
strike price may be listed that is greater
than $5 from the underlying stock’s
3 The $1 Strike Price Program was established as
a pilot in February 2004. See Securities Exchange
Act Release Nos. 49292 (February 20, 2004), 69 FR
8993 (February 26, 2004) (SR–BSE–2004–01)
(establishing the Pilot Program). The pilot was
subsequently extended through June 5, 2008. See
Securities Exchange Act Release Nos. 49806 (June
4, 2004), 69 FR 32640 (June 10, 2004) (SR–BSE–
2004–22); 51778 (June 2, 2005), 70 FR 33562 (June
8, 2005) (SR–BSE–2005–18); 53855 (May 24, 2006),
71 FR 30973 (May 31, 2006) (SR–BSE–2006–19);
and 55684 (April 30, 2007), 72 FR 26188 (May 8,
2007) (SR–BSE–2007–17). The pilot was
subsequently expanded and made permanent in
2008. See Securities Exchange Act Release No.
57302 (February 11, 2008), 73 FR 8913 (February
15, 2008) (SR–BSE–2008–08).
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01:06 Mar 24, 2009
Jkt 217001
closing price in its primary market on
the previous day. BOX may also list $1
strikes on any other option class
designated by another securities
exchange that employs a similar
Program under their respective rules.
BOX may not list long-term option
series (‘‘LEAPS’’) at $1 strike price
intervals for any class selected for the
Program. BOX also is restricted from
listing any series that would result in
strike prices being $0.50 apart.
The Exchange now proposes to
expand the Program to allow BOX to
select a total of 55 individual stocks on
which option series may be listed at $1
strike price intervals, and to expand
slightly the price range on which BOX
may list $1 strikes, i.e., from $1 to $50.
The existing restrictions on listing $1
strikes would continue, i.e., no $1 strike
price may be listed that is greater than
$5 from the underlying stock’s closing
price in its primary market on the
previous day, and BOX is restricted
from listing any series that would result
in strike prices being $0.50 apart.
As stated in the filings establishing
BOX’s Program and in subsequent
extensions and expansions of the
Program, BOX believes that $1 strike
price intervals provide investors with
greater flexibility in the trading of
equity options that overlie lower price
stocks by allowing investors to establish
equity options positions that are better
tailored to meet their investment
objectives. Indeed, Participants
representing customers have repeatedly
requested that BOX seek to expand the
Program in terms of the number of
classes on which option series may be
listed at $1 strike price intervals. The
Exchange notes that current market
conditions, in which the number of
securities trading below $50 has
increased dramatically, further warrant
the expansion of the Program.
The Exchange is also proposing to set
forth a delisting policy. Specifically,
BOX would, on a monthly basis, review
series that were originally listed under
the $1 Strike Price Program with strike
prices that are more than $5 from the
current values of the options classes in
the Program. BOX would delist series
with no open interest in both the put
and the call series having a: (i) Strike
higher than the highest strike price with
open interest in the put and/or call
series for a given expiration month; and
(ii) strike lower than the lowest strike
price with open interest in the put and/
or call series for a given expiration
month.
Notwithstanding the proposed
delisting policy, BOX could grant
Participant requests to add strikes and/
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Fmt 4703
Sfmt 4703
12409
or maintain strikes in certain options
classes in series eligible for delisting.
Further, in connection with the
proposed delisting policy, if BOX
identifies series for delisting, BOX shall
notify other options exchanges with
similar delisting policies regarding
eligible series for listing, and shall work
with such other exchanges to develop a
uniform list of series to be delisted, so
as to ensure uniform series delisting of
multiply listed options classes. The
Exchange expects that the proposed
delisting policy will be adopted by other
options exchanges that amend their
rules to employ a similar expansion of
the Program.
With regard to the impact on system
capacity, BOX has analyzed its capacity
and the Exchange represents that BOX
and the Options Price Reporting
Authority (‘‘OPRA’’) have the necessary
systems capacity to handle the
additional traffic associated with the
listing and trading of an expanded
number of series as proposed by this
filing.
The Exchange believes that the $1
Strike Price Program has provided
investors with greater trading
opportunities and flexibility and the
ability to more closely tailor their
investment strategies and decisions to
the movement of the underlying
security. Furthermore, the Exchange has
not detected any material proliferation
of illiquid options series resulting from
the narrower strike price intervals. For
these reasons, the Exchange requests an
expansion of the current Program.
2. Statutory Basis
The Exchange believes that the
proposal is consistent with the
requirements of Section 6(b) of the Act,4
in general, and Section 6(b)(5) of the
Act,5 in particular, in that it is designed
to foster cooperation and coordination
with persons engaged in regulating,
clearing, settling, processing
information with respect to, and
facilitating transactions in securities, to
remove impediments to and perfect the
mechanism for a free and open market
and a national market system and, in
general, to protect investors and the
public interest. In particular, the
Exchange believes that expanding the
current $1 Strike Price Program will
result in a continuing benefit to
investors by giving them more flexibility
to closely tailor their investment
decisions in a greater number of
securities.
4 15
5 15
U.S.C. 78f(b).
U.S.C. 78f(b)(5).
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12410
Federal Register / Vol. 74, No. 55 / Tuesday, March 24, 2009 / Notices
B. Self-Regulatory Organization’s
Statement on Burden on Competition
The Exchange does not believe that
the proposed rule change will impose
any burden on competition not
necessary or appropriate in furtherance
of the purposes of the Act.
C. Self-Regulatory Organization’s
Statement on Comments on the
Proposed Rule Change Received From
Members, Participants or Others
The Exchange has neither solicited
nor received comments on the proposed
rule change.
III. Date of Effectiveness of the
Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule
change does not: (i) Significantly affect
the protection of investors or the public
interest; (ii) impose any significant
burden on competition; and (iii) become
operative for 30 days after the date of
the filing, or such shorter time as the
Commission may designate, it has
become effective pursuant to Section
19(b)(3)(A) of the Act 6 and Rule 19b–
4(f)(6) thereunder.7
The Exchange has asked the
Commission to waive the operative
delay to permit the proposed rule
change to become operative prior to the
30th day after filing. The Commission
has determined that waiving the 30-day
operative delay of the Exchange’s
proposal is consistent with the
protection of investors and the public
interest because such waiver will enable
the Exchange to implement its proposed
expansion of the Program
contemporaneously with other
exchanges,8 and respond to increased
customer demand for $1 strikes without
delay.9 Therefore, the Commission
designates the proposal operative upon
filing. The Commission expects that the
Exchange will continue to monitor the
trading volume associated with the
additional options series listed as a
6 15
U.S.C. 78s(b)(3)(A).
CFR 240.19b–4(f)(6). In addition, Rule 19b–
4(f)(6)(iii) requires a self-regulatory organization to
provide the Commission with written notice of its
intent to file the proposed rule change, along with
a brief description and text of the proposed rule
change, at least five business days prior to the date
of filing of the proposed rule change, or such
shorter time as designated by the Commission. BX
has met this requirement.
8 See Securities Exchange Act Release No. 59587
(March 17, 2009) (SR–ISE–2009–04, SR–CBOE–
2009–001, SR–NYSEArca–2009–10, and SR–
NYSEALTR–2009–11) (Order Granting Accelerated
Approval of Proposed Rule Changes, as Amended,
to Expand the $1 Strike Program).
9 For purposes only of waiving the 30-day
operative delay, the Commission has considered the
proposed rule’s impact on efficiency, competition,
and capital formation. See 15 U.S.C. 78c(f).
mstockstill on PROD1PC66 with NOTICES
7 17
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01:06 Mar 24, 2009
Jkt 217001
result of this proposal and the effect of
these additional series on market
fragmentation and on the capacity of the
Exchange’s, OPRA’s, and vendors’
automated systems.
At any time within 60 days of the
filing of such proposed rule change, the
Commission may summarily abrogate
such rule change if it appears to the
Commission that such action is
necessary or appropriate in the public
interest, for the protection of investors,
or otherwise in furtherance of the
purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to
submit written data, views, and
arguments concerning the foregoing,
including whether the proposed rule
change is consistent with the Act.
Comments may be submitted by any of
the following methods:
Electronic Comments
• Use the Commission’s Internet
comment form (https://www.sec.gov/
rules/sro.shtml); or
• Send an e-mail to rulecomments@sec.gov. Please include File
No. SR–BX–2009–016 on the subject
line.
without change; the Commission does
not edit personal identifying
information from submissions. You
should submit onlyinformation that you
wish to make available publicly. All
submissions should refer to File No.
SR–BX–2009–016 and should be
submitted on or before April 14, 2009.
For the Commission, by the Division of
Trading and Markets, pursuant to delegated
authority.10
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9–6329 Filed 3–23–09; 8:45 am]
BILLING CODE 8010–01–P
SECURITIES AND EXCHANGE
COMMISSION
[Release No. 34–59588; File No. SR–
NASDAQ–2009–025]
Self-Regulatory Organizations; Notice
of Filing and Immediate Effectiveness
of a Proposed Rule Change by The
NASDAQ Stock Market LLC Related To
the $1 Strike Price Program
March 17, 2009.
Pursuant to Section 19(b)(1) of the
Securities Exchange Act of 1934
(‘‘Act’’) 1, and Rule 19b–4 2 thereunder,
Paper Comments
notice is hereby given that on March 17,
• Send paper comments in triplicate
2009, The NASDAQ Stock Market LLC
to Elizabeth M. Murphy, Secretary,
(‘‘Nasdaq’’) filed with the Securities and
Securities and Exchange Commission,
Exchange Commission (‘‘SEC’’ or
100 F Street, NE., Washington, DC
‘‘Commission’’) the proposed rule
20549–1090.
change as described in Items I and II
All submissions should refer to File
below, which Items have been prepared
Number SR–BX–2009–016. This file
by Nasdaq. The Commission is
number should be included on the
publishing this notice to solicit
subject line if e-mail is used. To help the comments on the proposed rule change
Commission process and review your
from interested persons.
comments more efficiently, please use
only one method. The Commission will I. Self-Regulatory Organization’s
post all comments on the Commission’s Statement of the Terms of Substance of
the Proposed Rule Change
Internet Web site (https://www.sec.gov/
Nasdaq proposes for NOM to modify
rules/sro.shtml). Copies of the
Chapter IV, Section 6 (Securities Traded
submission, all subsequent
on NOM) of its options rules to expand
amendments, all written statements
the Exchange’s $1 Strike Price Program
with respect to the proposed rule
(the ‘‘Program’’).3
change that are filed with the
The text of the proposed rule change
Commission, and all written
is available from Nasdaq’s website at
communications relating to the
https://nasdaq.cchwallstreet.com, at
proposed rule change between the
Commission and any person, other than Nasdaq’s principal office, and at the
Commission’s Public Reference Room.
those that may be withheld from the
public in accordance with the
10 17 CFR 200.30–3(a)(12).
provisions of 5 U.S.C. 552, will be
1 15 U.S.C. 78s(b)(1).
available for inspection and copying in
2 17 CFR 240.19b–4.
the Commission’s Public Reference
3 The $1 Strike Price Program was initially
Room, 100 F Street, NE., Washington,
approved as a pilot on March 12, 2008. See
DC 20549, on official business days
Securities Exchange Act Release No. 57478 (March
between the hours of 10 a.m. and 3 p.m. 12, 2008), 73 FR 14521 (March 18, 2008) (SR–
NASDAQ–2007–004 and SR–NASDAQ–2007–
Copies of such filing also will be
080).The program was subsequently expanded and
available for inspection and copying at
made permanent. See Securities Exchange Act
the principal office of the Exchange. All Release No. 58093 (July 3, 2008), 73 FR 39756 (July
10, 2008) (SR–NASDAQ–2008–057).
comments received will be posted
PO 00000
Frm 00108
Fmt 4703
Sfmt 4703
E:\FR\FM\24MRN1.SGM
24MRN1
Agencies
[Federal Register Volume 74, Number 55 (Tuesday, March 24, 2009)]
[Notices]
[Pages 12408-12410]
From the Federal Register Online via the Government Printing Office [www.gpo.gov]
[FR Doc No: E9-6329]
-----------------------------------------------------------------------
SECURITIES AND EXCHANGE COMMISSION
[Release No. 34-59589; File No. SR-BX-2009-016]
Self-Regulatory Organizations; NASDAQ OMX BX, Inc.; Notice of
Filing and Immediate Effectiveness of Proposed Rule Change Relating to
the $1 Strike Price Program on the Boston Options Exchange Facility
March 17, 2009.
Pursuant to Section 19(b)(1) of the Securities Exchange Act of 1934
(``Act''),\1\ and Rule 19b-4 thereunder,\2\ notice is hereby given that
on March 16, 2009, NASDAQ OMX BX, Inc. (the ``Exchange'') filed with
the Securities and Exchange Commission (``Commission'') the proposed
rule change as described in Items I and II below, which Items have been
prepared by the self-regulatory organization. The Commission is
publishing this notice to solicit comments on the proposed rule from
interested persons.
---------------------------------------------------------------------------
\1\ 15 U.S.C. 78s(b)(1).
\2\ 17 CFR 240.19b-4.
---------------------------------------------------------------------------
[[Page 12409]]
I. Self-Regulatory Organization's Statement of the Terms of Substance
of the Proposed Rule Change
The Exchange proposes to amend Chapter IV, Section 6 (Series of
Options Contracts Open for Trading) of the Rules of the Boston Options
Exchange Group, LLC (``BOX'') to expand the $1 Strike Price Program.
The text of the proposed rule change is available from the principal
office of the Exchange, at the Commission's Public Reference Room and
also on the Exchange's Internet Web site at https://nasdaqomxbx.cchwallstreet.com/NASDAQOMXBX/Filings/.
II. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
In its filing with the Commission, the self-regulatory organization
included statements concerning the purpose of, and basis for, the
proposed rule change and discussed any comments it received on the
proposed rule change. The text of these statements may be examined at
the places specified in Item IV below. The self-regulatory organization
has prepared summaries, set forth in Sections A, B, and C below, of the
most significant aspects of such statements.
A. Self-Regulatory Organization's Statement of the Purpose of, and
Statutory Basis for, the Proposed Rule Change
1. Purpose
The purpose of the proposed rule change is to expand the $1 Strike
Price Program (the ``Program'').\3\ The $1 Strike Price Program
currently allows BOX to select a total of 10 individual stocks on which
option series may be listed at $1 strike price intervals. In order to
be eligible for selection into the Program, the underlying stock must
close below $50 in its primary market on the previous trading day. If
selected for the Program, BOX may list strike prices at $1 intervals
from $3 to $50, but no $1 strike price may be listed that is greater
than $5 from the underlying stock's closing price in its primary market
on the previous day. BOX may also list $1 strikes on any other option
class designated by another securities exchange that employs a similar
Program under their respective rules. BOX may not list long-term option
series (``LEAPS'') at $1 strike price intervals for any class selected
for the Program. BOX also is restricted from listing any series that
would result in strike prices being $0.50 apart.
---------------------------------------------------------------------------
\3\ The $1 Strike Price Program was established as a pilot in
February 2004. See Securities Exchange Act Release Nos. 49292
(February 20, 2004), 69 FR 8993 (February 26, 2004) (SR-BSE-2004-01)
(establishing the Pilot Program). The pilot was subsequently
extended through June 5, 2008. See Securities Exchange Act Release
Nos. 49806 (June 4, 2004), 69 FR 32640 (June 10, 2004) (SR-BSE-2004-
22); 51778 (June 2, 2005), 70 FR 33562 (June 8, 2005) (SR-BSE-2005-
18); 53855 (May 24, 2006), 71 FR 30973 (May 31, 2006) (SR-BSE-2006-
19); and 55684 (April 30, 2007), 72 FR 26188 (May 8, 2007) (SR-BSE-
2007-17). The pilot was subsequently expanded and made permanent in
2008. See Securities Exchange Act Release No. 57302 (February 11,
2008), 73 FR 8913 (February 15, 2008) (SR-BSE-2008-08).
---------------------------------------------------------------------------
The Exchange now proposes to expand the Program to allow BOX to
select a total of 55 individual stocks on which option series may be
listed at $1 strike price intervals, and to expand slightly the price
range on which BOX may list $1 strikes, i.e., from $1 to $50. The
existing restrictions on listing $1 strikes would continue, i.e., no $1
strike price may be listed that is greater than $5 from the underlying
stock's closing price in its primary market on the previous day, and
BOX is restricted from listing any series that would result in strike
prices being $0.50 apart.
As stated in the filings establishing BOX's Program and in
subsequent extensions and expansions of the Program, BOX believes that
$1 strike price intervals provide investors with greater flexibility in
the trading of equity options that overlie lower price stocks by
allowing investors to establish equity options positions that are
better tailored to meet their investment objectives. Indeed,
Participants representing customers have repeatedly requested that BOX
seek to expand the Program in terms of the number of classes on which
option series may be listed at $1 strike price intervals. The Exchange
notes that current market conditions, in which the number of securities
trading below $50 has increased dramatically, further warrant the
expansion of the Program.
The Exchange is also proposing to set forth a delisting policy.
Specifically, BOX would, on a monthly basis, review series that were
originally listed under the $1 Strike Price Program with strike prices
that are more than $5 from the current values of the options classes in
the Program. BOX would delist series with no open interest in both the
put and the call series having a: (i) Strike higher than the highest
strike price with open interest in the put and/or call series for a
given expiration month; and (ii) strike lower than the lowest strike
price with open interest in the put and/or call series for a given
expiration month.
Notwithstanding the proposed delisting policy, BOX could grant
Participant requests to add strikes and/or maintain strikes in certain
options classes in series eligible for delisting.
Further, in connection with the proposed delisting policy, if BOX
identifies series for delisting, BOX shall notify other options
exchanges with similar delisting policies regarding eligible series for
listing, and shall work with such other exchanges to develop a uniform
list of series to be delisted, so as to ensure uniform series delisting
of multiply listed options classes. The Exchange expects that the
proposed delisting policy will be adopted by other options exchanges
that amend their rules to employ a similar expansion of the Program.
With regard to the impact on system capacity, BOX has analyzed its
capacity and the Exchange represents that BOX and the Options Price
Reporting Authority (``OPRA'') have the necessary systems capacity to
handle the additional traffic associated with the listing and trading
of an expanded number of series as proposed by this filing.
The Exchange believes that the $1 Strike Price Program has provided
investors with greater trading opportunities and flexibility and the
ability to more closely tailor their investment strategies and
decisions to the movement of the underlying security. Furthermore, the
Exchange has not detected any material proliferation of illiquid
options series resulting from the narrower strike price intervals. For
these reasons, the Exchange requests an expansion of the current
Program.
2. Statutory Basis
The Exchange believes that the proposal is consistent with the
requirements of Section 6(b) of the Act,\4\ in general, and Section
6(b)(5) of the Act,\5\ in particular, in that it is designed to foster
cooperation and coordination with persons engaged in regulating,
clearing, settling, processing information with respect to, and
facilitating transactions in securities, to remove impediments to and
perfect the mechanism for a free and open market and a national market
system and, in general, to protect investors and the public interest.
In particular, the Exchange believes that expanding the current $1
Strike Price Program will result in a continuing benefit to investors
by giving them more flexibility to closely tailor their investment
decisions in a greater number of securities.
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\4\ 15 U.S.C. 78f(b).
\5\ 15 U.S.C. 78f(b)(5).
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[[Page 12410]]
B. Self-Regulatory Organization's Statement on Burden on Competition
The Exchange does not believe that the proposed rule change will
impose any burden on competition not necessary or appropriate in
furtherance of the purposes of the Act.
C. Self-Regulatory Organization's Statement on Comments on the Proposed
Rule Change Received From Members, Participants or Others
The Exchange has neither solicited nor received comments on the
proposed rule change.
III. Date of Effectiveness of the Proposed Rule Change and Timing for
Commission Action
Because the foregoing proposed rule change does not: (i)
Significantly affect the protection of investors or the public
interest; (ii) impose any significant burden on competition; and (iii)
become operative for 30 days after the date of the filing, or such
shorter time as the Commission may designate, it has become effective
pursuant to Section 19(b)(3)(A) of the Act \6\ and Rule 19b-4(f)(6)
thereunder.\7\
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\6\ 15 U.S.C. 78s(b)(3)(A).
\7\ 17 CFR 240.19b-4(f)(6). In addition, Rule 19b-4(f)(6)(iii)
requires a self-regulatory organization to provide the Commission
with written notice of its intent to file the proposed rule change,
along with a brief description and text of the proposed rule change,
at least five business days prior to the date of filing of the
proposed rule change, or such shorter time as designated by the
Commission. BX has met this requirement.
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The Exchange has asked the Commission to waive the operative delay
to permit the proposed rule change to become operative prior to the
30th day after filing. The Commission has determined that waiving the
30-day operative delay of the Exchange's proposal is consistent with
the protection of investors and the public interest because such waiver
will enable the Exchange to implement its proposed expansion of the
Program contemporaneously with other exchanges,\8\ and respond to
increased customer demand for $1 strikes without delay.\9\ Therefore,
the Commission designates the proposal operative upon filing. The
Commission expects that the Exchange will continue to monitor the
trading volume associated with the additional options series listed as
a result of this proposal and the effect of these additional series on
market fragmentation and on the capacity of the Exchange's, OPRA's, and
vendors' automated systems.
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\8\ See Securities Exchange Act Release No. 59587 (March 17,
2009) (SR-ISE-2009-04, SR-CBOE-2009-001, SR-NYSEArca-2009-10, and
SR-NYSEALTR-2009-11) (Order Granting Accelerated Approval of
Proposed Rule Changes, as Amended, to Expand the $1 Strike Program).
\9\ For purposes only of waiving the 30-day operative delay, the
Commission has considered the proposed rule's impact on efficiency,
competition, and capital formation. See 15 U.S.C. 78c(f).
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At any time within 60 days of the filing of such proposed rule
change, the Commission may summarily abrogate such rule change if it
appears to the Commission that such action is necessary or appropriate
in the public interest, for the protection of investors, or otherwise
in furtherance of the purposes of the Act.
IV. Solicitation of Comments
Interested persons are invited to submit written data, views, and
arguments concerning the foregoing, including whether the proposed rule
change is consistent with the Act. Comments may be submitted by any of
the following methods:
Electronic Comments
Use the Commission's Internet comment form (https://www.sec.gov/rules/sro.shtml); or
Send an e-mail to rule-comments@sec.gov. Please include
File No. SR-BX-2009-016 on the subject line.
Paper Comments
Send paper comments in triplicate to Elizabeth M. Murphy,
Secretary, Securities and Exchange Commission, 100 F Street, NE.,
Washington, DC 20549-1090.
All submissions should refer to File Number SR-BX-2009-016. This file
number should be included on the subject line if e-mail is used. To
help the Commission process and review your comments more efficiently,
please use only one method. The Commission will post all comments on
the Commission's Internet Web site (https://www.sec.gov/rules/sro.shtml). Copies of the submission, all subsequent amendments, all
written statements with respect to the proposed rule change that are
filed with the Commission, and all written communications relating to
the proposed rule change between the Commission and any person, other
than those that may be withheld from the public in accordance with the
provisions of 5 U.S.C. 552, will be available for inspection and
copying in the Commission's Public Reference Room, 100 F Street, NE.,
Washington, DC 20549, on official business days between the hours of 10
a.m. and 3 p.m. Copies of such filing also will be available for
inspection and copying at the principal office of the Exchange. All
comments received will be posted without change; the Commission does
not edit personal identifying information from submissions. You should
submit onlyinformation that you wish to make available publicly. All
submissions should refer to File No. SR-BX-2009-016 and should be
submitted on or before April 14, 2009.
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\10\ 17 CFR 200.30-3(a)(12).
For the Commission, by the Division of Trading and Markets,
pursuant to delegated authority.\10\
Florence E. Harmon,
Deputy Secretary.
[FR Doc. E9-6329 Filed 3-23-09; 8:45 am]
BILLING CODE 8010-01-P